We’re honored to be named as one of the largest wealth management firms* by Minneapolis/St. Paul Business Journal.
Since 2003, our firm has consecutively made the Minneapolis/St. Paul Business Journal’s rankings for top asset and wealth management firms in the Twin Cities metro. Even though the firm’s origins are in the Twin Cities, we have expanded to be a regional firm with 45 branch offices in eight states.
Our President, John Bina, credits our continued ranking as a top wealth management firm to our dedicated advisors, “I’m very proud of our financial advisors’ commitment to deliver solutions that help their clients pursue their financial goals with unbiased, client-focused advice. This has been, and continues to be, a founding principle of our firm.”
As an independent financial planning and investment advisory firm, we partner with our advisors so they can best service their clients. Our advisors have the flexibility to offer planning advice, financial services and investment products that meet the unique needs of each client. Because of our advisors’ dedicated service to their clients, we are pleased to share this recognition with them.
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Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by a client nor are they representative of any one client’s evaluation.
*Rankings are based on total assets under management.